See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,374 | $110,261-59.8% | $95,745-53.7% | $139,434-68.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.46% | 27.11%-13.6pp | 28.35%-14.9pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,497 | $3,257-54.0% | $2,835-47.2% | $4,751-68.5% |
| Participant deferral / active EE | $3,186 | $4,676-31.9% | $4,245-24.9% | $6,710-52.5% |
| Admin fee / account holder | $852 | $6,613-87.1% | $5,678-85.0% | $11,403-92.5% |